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About Our Team

Meet Your TeamOur People Are Our Greatest Asset, And We Invest Heavily In Them

Blake Whitten

Blake Whitten

LPL Financial Advisor

410-228-6715

410-934-3272

Greg Whitten

Greg Whitten

Senior Financial Consultant

410-228-6715

410-934-3272

Al Glessner

Al Glessner

LPL Financial Advisor

410-228-6715

410-934-3272

Beth Whipple

Beth Whipple

Client Relationship Manager

410-221-6229

410-934-3272

Jordan Linthicum

Jordan Linthicum

LPL Registered Administrative Associate

410-228-6715

410-934-3272

Diana Robbins

Diana Robbins

Client Service Associate

410-228-6715

410-934-3272

Our FirmServing You
Since 1986

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We strive to become the premier wealth advisory firm on the Mid-Shore and the surrounding region, as recognized by unrivaled service and delivery to our clients.

Our ProcessWe Strive for Excellence as Much as You Do

Step 1: Discovery Call

Step 2: Build Your Plan

Step 3: Enjoy Life

The Beacon Formula™

InsightsNews & Resources

5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.
Learn More
Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More
The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
Learn More

We Want To Hear From You

Reach out to us today to schedule a discovery call!

Contact Us